See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $930 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,059 | $50,106+125.6% | $70,014+61.5% | $57,658+96.1% |
| Participation rate | 84.9% | 70.9%+14.0pp | 71.8%+13.1pp | 70.2%+14.7pp |
| Annual return | 6.40% | 14.58%-8.2pp | 12.99%-6.6pp | 5.13%+1.3pp |
| Employer contribution / active EE | $3,781 | $1,739+117.4% | $2,338+61.7% | $1,974+91.6% |
| Participant deferral / active EE | $8,230 | $2,486+231.1% | $2,931+180.8% | $3,061+168.9% |
| Admin fee / account holder | $3 | $89-96.7% | $4,380-99.9% | $95-96.9% |